Infrastructure Stocks Could Rally on Higher Spending

Even before bridges collapsed in Cincinnati and Coachella, Calif., infrastructure became a talking point in the presidential campaign. This is one issue not up for debate: Both Hillary Clinton and Donald Trump agree that U.S. infrastructure spending must be increased dramatically. We checked in with Jamie Cook, 43, a top-ranked CSFB analyst, to find out exactly where that money should be spent and which companies will benefit.

The volatile infrastructure sector has sprung higher this year, but just as investors failed to...